Main

Recent Case Studies

As a leading Big 4 National Dealergroup the need to support their internal paraplanning team became a priority in their pursuit to deliver timely, compliant quality Statement of Advices that were in line with their business rules. It was imperative that the outsourced paraplanning support had the ability to align with their business rules and […]

With their practice quickly expanding and the attrition of their internal paraplanning team to financial planners they no longer had adequate support to meet the demands of their planners and the advice documents that they were generating.

With his referral base increasing and increasing new client leads the time required to service the new and existing client relationships increased. He no longer had the capacity to prepare the Statement of Advices but was not ready to commit to adding additional internal resources.

Clients who trust us

Our firm has used the services of NK Consultants for many years now. In outsourcing our Paraplanning functions we were looking for a firm who were flexible with the format of the advice we wanted to deliver to our clients. We also require quick turn around and accuracy of work. On all accounts the team at NK Consultants have met and exceeded our expectations.

Steve Lowry

From an outsourcing perspective, Nadine and the team at NK Consultants are a pleasure to deal with! The paraplanners at NK Consultants produce SOAs of a very high standard, with great turnaround times. We have had a long association with this professional team and look forward to continuing our working relationship with them for a long time to come.

Felicity Brasher

I have been dealing with Nadine and her team for a number of years. There are very few outsourced paraplanning businesses that can scale up to meet growing business demand at very short notice, but Nadine’s business has been able to meet the demand as and when it is required. Nadine is professional and reliable and if you are considering outsourcing your paraplanning I recommend getting in contact her.

Alvin Chan

We have used NK Consulting’s services for over 3 years and found their work to be thorough, professional, timely and they are easy to communicate with. I would not hesitate to recommend NKC to other businesses who require quality paraplanning services.

Mark O’Neill

I’ve worked with Outsource Paraplanners since 2002 and Nadine’s team have certainly evolved with the times – they understand that quality is a journey and that each great client experience comes from a real understanding of how each planner relates to their own clients. I have always found the team to be authentic, honest and easy to deal with when working with them.